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AI assistant sign-off

We go through this together before your assistant goes live. Tick each line once you've checked it. If something isn't right, don't tick it. Text me and we'll fix it first.

AI Receptionist and Chat Agent Setup and Sign-off · Switched On AI · ABN 48 372 445 638 · Version 1, October 2026

The guide that goes with this is AI Receptionist and Chat Agent Setup. It explains how your assistant works, what it will and won't do, and the opening lines.

Boxes with a need filling in.

Your details

Which assistant is this for?

Which assistant is this for? (required)

Sign-off before go-live

We go through this together before your assistant goes live. Tick each line once you've checked it. If something isn't right, we fix it first.

  1. Knowledge base

    Services, hours, service areas, booking rules and common questions, as in the copy we sent you on [date].

    If you know it.
    Knowledge base (required)

  2. Price list

    The prices it can give, and how: fixed, "from", or "[Owner] will quote".

    Price list (required)

  3. Never say or promise

    Your list of things it must never say or promise.

    Never say or promise (required)

  4. Phone greeting

    The wording in "The opening lines", or your version:

    Phone greeting (required)
    Phone greeting (required)

  5. Chat opener

    The wording in "The opening lines", or your version:

    Chat opener (required)
    Chat opener (required)

  6. Transfer number

    Who calls go through to, when, and which calls.

    Transfer number (required)

  7. Urgent alert texts

    Where urgent alerts go, and what counts as urgent for your business.

    Urgent alert texts (required)

  8. Emergency script

    As in "Emergencies and urgent calls", plus any fault or emergency number you gave us:

    Emergency script (required)

  9. After hours

    What it does after hours.

    After hours (required)
    After hours (required)

  10. Bookings

    How bookings work.

    Bookings (required)
    Bookings (required)

  11. Monthly minutes cap

    A limit on minutes each month, if you want one.

    Monthly minutes cap (required)
    Once the cap is reached, calls go to (required)
    Monthly minutes cap (required)

  12. Keeping call recordings

    How long call recordings are kept.

    Keeping call recordings (required)
    Keeping call recordings (required)

  13. Test calls and chats

    We tested common questions, prices, bookings, and the emergency and urgent wording together, and the answers were right.

    Test calls and chats (required)

  14. Your privacy policy

    Your website privacy policy says you use an AI assistant, record calls, send texts and store information overseas.

    Your privacy policy (required)

  15. Privacy Act check

    Is your business a health service provider, an AML/CTF reporting entity (for example a real estate agent, accountant or lawyer), or over $3 million turnover?

    Privacy Act check (required)
    Privacy Act check (required)

Sign

By signing, you confirm that the information above, and the knowledge base and price list we've sent you, are right, and you're happy for your assistant to go live. You can change any of it later. Just tell us.

When you send this, I keep a record of your typed name, the date and time, your IP address and your device, along with the form you signed. That's your electronic signature.